Our Milton Keynes office is situated in the heart of the city, close to the railway station and shopping centre. It represents a key location given its proximity to London and its status as one of the fastest growing areas of the country. The roots of the office can be traced back to the early 1990s. From humble beginnings the office now boasts four investment managers and administrative support. The majority of clients are based around Milton Keynes and surrounding counties.
Our Wealth Management team aim to get to know you on a personal level as understanding your life goals is key to offering a tailored investment solution. We have a strong commitment to bespoke portfolio management, ensuring that your investments fit your unique requirements.
Our wealth management services in Milton Keynes are available to individuals, companies, trusts, charities and personal pension funds and have access to WHIreland’s financial advisers to ensure that every aspect of their financial situation is catered for, from passing on assets to the next generation as tax-efficiently as possible to our specialist Enterprise Investment Scheme (EIS) service.